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Dollar Tree
DLTR

Overview Fund Activity

749 hedge funds and large institutions have $24.2B invested in Dollar Tree in 2021 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
13.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
95
Increased
277
Reduced
265
Closed
98
Calls
$315M
Puts
$229M
Net Calls
+$85.6M
Net Calls Change
+$1.72M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$302M
2
BlackRock
2
BlackRock
New York
$2.46B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$103M
4
Bessemer Group
4
Bessemer Group
New Jersey
$93.7M
5
Primecap Management
5
Primecap Management
California
$117M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$807M
2
ACM
2
AKRE Capital Management
Virginia
$411M
3
KCM
3
Kensico Capital Management
Connecticut
$122M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$29.5M
5
LCOV
5
London Company of Virginia
Virginia
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
801
Buckhead Capital Management
Georgia
– -$335K -3,100 Closed
EWM
802
Empirical Wealth Management
Washington
– -$333K -3,086 Closed
GI
803
GAMCO Investors
Connecticut
– -$284K -2,628 Closed
BCM
804
Breiter Capital Management
Florida
– -$238K -2,200 Closed
JCIA
805
Jackson Creek Investment Advisors
Colorado
– -$230K -2,129 Closed
FANJ
806
Financial Architects (New Jersey)
New Jersey
– -$228K -2,113 Closed
ACA
807
Atlas Capital Advisors
Wyoming
– -$227K -2,102 Closed
AWM
808
Apollon Wealth Management
South Carolina
– -$225K -2,085 Closed
VF
809
Virtu Financial
New York
– -$219K -2,029 Closed
JWCA
810
J.W. Cole Advisors
Florida
– -$212K -1,959 Closed
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
– -$204K -1,892 Closed
MC
812
Moors & Cabot
Massachusetts
– -$204K -1,875 Closed
UCFA
813
United Capital Financial Advisors
Texas
– -$201K -1,858 Closed
CF
814
Centaurus Financial
California
– -$192K -1,777 Closed
ACM
815
Aubrey Capital Management
United Kingdom
– -$184K -1,705 Closed
PVH
816
Psagot Value Holdings
Israel
– -$177K -1,642 Closed
FTDI
817
First Trust Direct Indexing
Massachusetts
– -$168K -1,558 Closed
JIR
818
James Investment Research
Ohio
– -$166K -1,541 Closed
AAM
819
Advisors Asset Management
Colorado
– -$166K -1,535 Closed
PFO
820
Pathstone Family Office
New Jersey
– -$96K -879 Closed
VCG
821
Vantage Consulting Group
Virginia
– -$80K -743 Closed
MIFH
822
Migdal Insurance & Financial Holdings
Israel
– -$57K -531 Closed
CYG
823
Clean Yield Group
Vermont
– -$54K -500 Closed
CAAS
824
Capital Asset Advisory Services
Michigan
– -$50K -459 Closed
FCH
825
Freestone Capital Holdings
Washington
– -$48.5K -449 Closed
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